Adviser CRM is a complete CRM solution to manage all of your leads, clients, policies, loans, client communication, documents, meetings, marketing and much more. Adviser CRM can put your policy and loan renewals on automation while you spend more time with sales leads and writing new business.If compliance is your focus right now, no problem, use our process builder to build your step-by-step processes you and your team can follow, or ask about our customisation service to create your business processes for you. Keep a complete client communication history of emails, meetings, phone calls, tasks and documents for auditing.Adviser CRM is packed full of features to help you to build a better business. We are an independent CRM Provider and are not owned by, or exclusive to any financial services group. Your data is yours and Adviser CRM can follow you wherever you go.

BIG Plans is a digital marketing, web development and hosting business. We specialise in working with financial advisers with targeted email and print campaigns, adviser based websites, content production, lead nurturing, and CRM systems.

I am responsible for product development and innovation of the CallerAds Platform and working with our key partners as well as Investor relationships of CallerAds.As well as my broad range of duties as current CEO, I am also a current director and board member of CallerAds Ltd.

Built my own financial services company from start up. Employed support staff and contracted independent brokers around the region who specialised in residential and commercial finance, and personal risk insurance. We serviced clients from Auckland to Wellington. I sold this business in October 2010 to pursue my passion in the IT industry.

Founded and built NZ Mortgage Funds in 2005 who distributed residential home loans via mortgage brokers in New Zealand. Secured funding from wholesale financier Interstar and later volume also required additional funding from AMSNZ.Responsible for key relationships with financiers, mortgage reinsures Genworth and PMI and key broker relationships.Built the lending business until 2010 when wholesale financing no longer became available so shut down operations in 2010.